Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mayar Capital Ltd. (CIK 1858699) reported $83.9M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KVUE ($12.5M, 14.94%), BFAM ($11.0M, 13.17%), V ($9.0M, 10.68%), UPS ($8.8M, 10.49%), NKE ($7.9M, 9.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KVUE | KENVUE INC | $12.5M | 14.94% | 726,716 | Hold |
| 2 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $11.0M | 13.17% | 134,534 | Added |
| 3 | V | VISA INC | $9.0M | 10.68% | 29,640 | Added |
| 4 | UPS | UNITED PARCEL SERVICE INC | $8.8M | 10.49% | 89,420 | Trimmed |
| 5 | NKE | NIKE INC | $7.9M | 9.40% | 149,200 | Hold |
| 6 | SOLV | SOLVENTUM CORP | $7.0M | 8.30% | 106,590 | Hold |
| 7 | MA | MASTERCARD INCORPORATED | $6.0M | 7.17% | 12,042 | Added |
| 8 | BKNG | BOOKING HOLDINGS INC | $5.9M | 7.08% | 35,250 | Added |
| 9 | PYPL | PAYPAL HLDGS INC | $3.8M | 4.58% | 84,972 | Added |
| 10 | MIDD | MIDDLEBY CORP | $3.7M | 4.46% | 28,200 | New |
| 11 | TOST | TOAST INC-CLASS A | $3.6M | 4.34% | 137,300 | New |
| 12 | MSFT | MICROSOFT CORP | $1.9M | 2.28% | 5,160 | New |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $976,610 | 1.16% | 2,038 | Hold |
| 14 | LH | LABORATORY CORP AMER HLDGS | $974,657 | 1.16% | 3,653 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $401,126 | 0.48% | 1,641 | Trimmed |
| 16 | GOOG | ALPHABET INC | $266,780 | 0.32% | 930 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31